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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PIP
4901
Peachtree Investment Partners
Florida
$149M -$11.5M -7% 2.98% 92.2% 100 14%
SPI
4902
Santori & Peters Inc
Pennsylvania
$149M -$6.08M -4% 2.07% 88% 50 12%
HV
4903
HST Ventures
Utah
$149M +$320K +0.2% 4.92% 8.24% 37 54.05%
WP
4904
Waycross Partners
Kentucky
$149M -$1.95M -1% 3.04% 87.7% 92 22.83%
FI
4905
Financial Insights
Washington
$149M +$50.1M +51% 5.31% 71.9% 128 39.84%
HVP
4906
Hudson Value Partners
Florida
$149M -$9.06M -6% 5.02% 124% 105 8.57%
VBFG
4907
Vishria Bird Financial Group
Tennessee
$149M -$1.75M -1% 4.36% 74.3% 60 10%
VFPW
4908
Vantage Financial Partners (Wisconsin)
Wisconsin
$148M -$21M -12% 4.99% 53.8% 65 16.92%
BFG
4909
Baron Financial Group
New Jersey
$148M -$2.81M -2% 5.01% 52.1% 217 80.65%
AGP
4910
Autumn Glory Partners
Texas
$148M +$13.1M +10% 5.09% 69.5% 171 20.47%
BFS
4911
Bickling Financial Services
Massachusetts
$148M -$9.28M -6% 5.4% 121 5.79%
I2I
4912
Insight 2811 Inc
Illinois
$148M -$5.02M -3% 3.18% 30.8% 87 10.34%
CF
4913
Concorde Financial
Texas
$148M +$58.7M +66% 2% 81.3% 64 51.56%
LWMM
4914
Legacy Wealth Management (Mississippi)
Mississippi
$148M -$16.4M -10% 3.77% 89.1% 84 11.9%
DL
4915
DOHJ LLC
Washington
$148M -$27.6M -16% 5.02% 51.5% 86 15.12%
CW
4916
Cabot-Wellington
Massachusetts
$148M -$15.2M -9% 6.57% 65% 8 25%
IGYL
4917
I.G.Y. Ltd
United Kingdom
$148M +$1.35M +0.9% 1.84% 81.2% 3 0%
UFM
4918
Ursa Fund Management
California
$148M -$439M -75% 26.3% 93.5% 46 84.78%
ARC
4919
Advisor Resource Council
Texas
$148M -$931M -86% 2.21% 74.7% 543 74.59%
QM
4920
QVIDTVM Management
Texas
$148M -$3.38M -2% 2.49% 19.5% 15 33.33%
OKSA
4921
O'Keefe Stevens Advisory
New York
$148M -$15.4M -9% 9.05% 216% 39 12.82%
CB
4922
CNB Bank
Pennsylvania
$148M -$6.79M -4% 5.71% 91.6% 505 12.87%
BFA
4923
Bill Few Associates
Pennsylvania
$148M -$8.69M -6% 5.13% 81.8% 120 6.67%
TCMP
4924
Thrive Capital Management (Pennsylvania)
Pennsylvania
$148M +$3.33M +2% 6.03% 58.2% 120 21.67%
NC
4925
Nixon Capital
Texas
$148M -$7.75M -5% 4.62% 118% 22 31.82%